Titelia

Holdings of SIIT LARGE CAP DISCIPLINED EQUITY FUND

SEI INSTITUTIONAL INVESTMENTS TRUST · Original filing · Compare with another fund · Report an error

Net assets
1.4B $ including 1.3B $ in equities, 94.8 %
Positions
333 in 9 countries
Top ten
23.8 % of net assets
Filed on
Feb 28, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Apple Inc 266,81970.5M $5.05 %
2Microsoft Corp 163,52564.2M $4.60 %
3Alphabet Inc 149,27646.5M $3.34 %
4NVIDIA Corp 186,08633M $2.36 %
5Meta Platforms Inc 38,14824.7M $1.77 %
6Broadcom Inc 75,31824.1M $1.73 %
7Eli Lilly & Co 18,72619.7M $1.41 %
8JPMorgan Chase & Co 60,13418.1M $1.29 %
9Amazon.com Inc 79,71516.7M $1.20 %
10Johnson & Johnson 57,95714.4M $1.03 %
11Lam Research Corp 61,05514.3M $1.02 %
12Alphabet Inc 41,14012.8M $0.92 %
13Berkshire Hathaway Inc 23,94712.1M $0.87 %
14KLA Corp 7,54811.5M $0.83 %
15Applied Materials Inc 30,72511.4M $0.82 %
16Citigroup Inc 100,90811.1M $0.80 %
17Morgan Stanley 65,57410.9M $0.78 %
18TJX Cos Inc/The 66,12310.7M $0.77 %
19Costco Wholesale Corp 10,52610.6M $0.76 %
20CVS Health Corp 127,20710.2M $0.73 %
21Bank of America Corp 202,44310.1M $0.72 %
22AbbVie Inc 43,29610M $0.72 %
23Ross Stores Inc 48,64510M $0.72 %
24Salesforce Inc 50,1549.8M $0.70 %
25PepsiCo Inc 57,4579.8M $0.70 %
26Micron Technology Inc 23,0509.5M $0.68 %
27UnitedHealth Group Inc 31,6259.3M $0.66 %
28Tesla Inc 22,5519.1M $0.65 %
29RTX Corp 43,4188.8M $0.63 %
30Intuit Inc 21,2018.7M $0.62 %
31Kroger Co/The 124,8298.5M $0.61 %
32Pfizer Inc 307,1758.5M $0.61 %
33Global Payments Inc 108,9608.3M $0.60 %
34AutoZone Inc 2,2188.3M $0.60 %
35Goldman Sachs Group Inc/The 9,4618.1M $0.58 %
36Caterpillar Inc 10,5177.8M $0.56 %
37Moody's Corp 16,3507.8M $0.56 %
38Ventas Inc 89,2177.7M $0.55 %
39Dollar General Corp 48,8207.6M $0.55 %
40Cencora Inc 20,2537.5M $0.54 %
41Booking Holdings Inc 1,7427.4M $0.53 %
42AT&T Inc 262,0297.3M $0.53 %
43General Motors Co 91,0057.2M $0.51 %
44Chevron Corp 37,7367M $0.51 %
45CME Group Inc 21,9787M $0.50 %
46Procter & Gamble Co/The 41,6897M $0.50 %
47Colgate-Palmolive Co 69,8136.9M $0.50 %
48Visa Inc 21,5366.9M $0.49 %
49Monolithic Power Systems Inc 6,0146.9M $0.49 %
50Lockheed Martin Corp 10,3536.8M $0.49 %
51Prologis Inc 47,7116.8M $0.49 %
52Newmont Corp 51,9776.8M $0.48 %
53MSCI Inc 11,6536.7M $0.48 %
54PG&E Corp 342,9356.5M $0.47 %
55Netflix Inc 67,2006.5M $0.46 %
56Vertiv Holdings Co 24,9346.4M $0.46 %
57Mastercard Inc 12,1916.3M $0.45 %
58FedEx Corp 16,1496.2M $0.45 %
59Taiwan Semiconductor Manufacturing Co Ltd 16,2656.1M $0.44 %
60Amphenol Corp 41,6366.1M $0.44 %
61Annaly Capital Management Inc 260,5196.1M $0.43 %
62NRG Energy Inc 31,1355.6M $0.40 %
63Wells Fargo & Co 67,0005.5M $0.39 %
64Motorola Solutions Inc 11,2995.4M $0.39 %
65American Tower Corp 28,3135.4M $0.39 %
66Analog Devices Inc 15,1385.4M $0.39 %
67Edison International 71,8245.4M $0.38 %
68Comcast Corp 171,9485.3M $0.38 %
69Casey's General Stores Inc 7,3215M $0.36 %
70Bristol-Myers Squibb Co 80,4325M $0.36 %
71Marriott International Inc/MD 14,5865M $0.36 %
72CNH Industrial NV 394,8454.9M $0.35 %
73Allstate Corp/The 22,6044.8M $0.35 %
74Waste Connections Inc 28,1174.8M $0.35 %
75McKesson Corp 4,8504.8M $0.34 %
76Cummins Inc 8,0674.7M $0.34 %
77eBay Inc 51,6564.7M $0.34 %
78NIKE Inc 74,9034.7M $0.33 %
79Ford Motor Co 325,9924.6M $0.33 %
80Linde PLC 8,8804.5M $0.32 %
81General Electric Co 13,1764.5M $0.32 %
82Airbnb Inc 32,9424.5M $0.32 %
83Sempra 45,4734.4M $0.31 %
84Ameriprise Financial Inc 9,2624.4M $0.31 %
85Lowe's Cos Inc 15,9384.2M $0.30 %
86Philip Morris International Inc. 22,3594.2M $0.30 %
87TE Connectivity PLC 18,0314.1M $0.30 %
88Centene Corp 92,1554.1M $0.30 %
89Sherwin-Williams Co/The 11,4004.1M $0.30 %
90Cintas Corp 20,4644.1M $0.30 %
91Cisco Systems, Inc. 51,6594.1M $0.29 %
92Westinghouse Air Brake Technologies Corp 15,2284M $0.29 %
93Ferguson Enterprises Inc 14,7893.9M $0.28 %
94Hilton Worldwide Holdings Inc 12,3403.8M $0.28 %
95Adobe Inc 14,6453.8M $0.28 %
96STERIS PLC 15,1403.8M $0.27 %
97Kimberly-Clark Corp 34,2303.8M $0.27 %
98AerCap Holdings NV 25,4303.8M $0.27 %
99Western Digital Corp 13,4923.8M $0.27 %
100Teradyne Inc 11,7903.8M $0.27 %

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Sector breakdown

  • Technology 25.8 %
  • Financials 12.1 %
  • Consumer discretionary 9.5 %
  • Health care 9.2 %
  • Communication 8.2 %
  • Industrials 7.0 %
  • Consumer staples 5.3 %
  • Utilities 2.2 %
  • Real estate 2.0 %
  • Materials 2.0 %
  • Energy 1.9 %
  • Unattributed 14.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 96.6 %
  • United Kingdom 0.8 %
  • Netherlands 0.7 %
  • Ireland 0.5 %
  • Taiwan 0.5 %
  • Bermuda 0.4 %
  • Canada 0.2 %
  • France 0.2 %
  • Denmark 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States3161.3B $96.62 %
2United Kingdom511.1M $0.84 %
3Netherlands28.7M $0.66 %
4Ireland47.1M $0.53 %
5Taiwan16.1M $0.46 %
6Bermuda25.1M $0.39 %
7Canada13.2M $0.24 %
8France12.4M $0.18 %
9Denmark11.1M $0.08 %
Cite this page

Titelia. "Holdings of SIIT LARGE CAP DISCIPLINED EQUITY FUND". https://titelia.com/en/funds/S000006769